Stock Yards Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stock Yards Bank & Trust’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy	12,851 +1,521	+13%	+$193K	0.05%	175
2025 Q4	$1.36M	Buy	11,330 +1,324	+13%	+$158K	0.04%	187
2025 Q3	$1.19M	Buy	10,006 +56	+0.6%	+$6.44K	0.04%	202
2025 Q2	$1.09M	Sell	9,950 -1,174	-11%	-$121K	0.04%	201
2025 Q1	$1.16M	Buy	11,124 +245	+2%	+$27.6K	0.04%	192
2024 Q4	$1.25M	Buy	10,879 +1,014	+10%	+$121K	0.04%	181
2024 Q3	$1.15M	Buy	9,865 +126	+1%	+$14.2K	0.04%	206
2024 Q2	$1.04M	Sell	9,739 -1,056	-10%	-$113K	0.03%	211
2024 Q1	$1.19M	Buy	10,795 +633	+6%	+$67.2K	0.04%	215
2023 Q4	$1.1M	Buy	10,162 +461	+5%	+$44.4K	0.04%	213
2023 Q3	$915K	Sell	9,701 -404	-4%	-$40.4K	0.04%	218
2023 Q2	$1.01M	Sell	10,105 -441	-4%	-$42K	0.04%	217
2023 Q1	$1.02M	Buy	10,546 +462	+5%	+$46.2K	0.04%	220
2022 Q4	$954K	Buy	10,084 +1,365	+16%	+$131K	0.04%	227
2022 Q3	$760K	Buy	8,719 +629	+8%	+$61.1K	0.03%	238
2022 Q2	$748K	Buy	8,090 +3,145	+64%	+$313K	0.03%	249
2022 Q1	$533K	Hold	4,945	–	–	0.03%	169
2021 Q4	$566K	Buy	4,945 +578	+13%	+$65.9K	0.03%	167
2021 Q3	$477K	Sell	4,367 -82	-2%	-$9.03K	0.03%	160
2021 Q2	$503K	Buy	4,449 +147	+3%	+$16.4K	0.03%	158
2021 Q1	$467K	Buy	4,302 +142	+3%	+$14.9K	0.03%	167
2020 Q4	$382K	Buy	4,160 +56	+1%	+$4.6K	0.03%	169
2020 Q3	$288K	Buy	4,104 +416	+11%	+$29.8K	0.02%	187
2020 Q2	$252K	Sell	3,688 -1,401	-28%	-$88.5K	0.02%	194
2020 Q1	$286K	Sell	5,089 -400	-7%	-$29.8K	0.03%	167
2019 Q4	$460K	Hold	5,489	–	–	0.04%	159
2019 Q3	$427K	Hold	5,489	–	–	0.04%	158
2019 Q2	$430K	Buy	5,489 +881	+19%	+$68.4K	0.04%	164
2019 Q1	$356K	Buy	4,608 +182	+4%	+$14K	0.03%	174
2018 Q4	$307K	Buy	4,426 +437	+11%	+$33.8K	0.03%	169
2018 Q3	$348K	Buy	3,989 +392	+11%	+$34.3K	0.04%	172
2018 Q2	$300K	Buy	3,597 +130	+4%	+$10.6K	0.03%	174
2018 Q1	$267K	Sell	3,467 -1,005	-22%	-$78.2K	0.03%	189
2017 Q4	$343K	Sell	4,472 -1,005	-18%	-$75.8K	0.04%	167
2017 Q3	$407K	Sell	5,477 -38	-0.7%	-$2.66K	0.05%	148
2017 Q2	$387K	Buy	5,515 +7	+0.1%	+$485	0.05%	154
2017 Q1	$381K	Buy	5,508 +62	+1%	+$4.28K	0.05%	152
2016 Q4	$374K	Hold	5,446	–	–	0.05%	151
2016 Q3	$338K	Sell	5,446 -3,360	-38%	-$205K	0.05%	164
2016 Q2	$511K	Buy	8,806 +3,318	+60%	+$189K	0.07%	148
2016 Q1	$309K	Sell	5,488 -862	-14%	-$45K	0.04%	169
2015 Q4	$350K	Sell	6,350 -38	-0.6%	-$2.14K	0.05%	166
2015 Q3	$340K	Sell	6,388 -20	-0.3%	-$1.14K	0.05%	161
2015 Q2	$378K	Sell	6,408 -30	-0.5%	-$1.77K	0.05%	167
2015 Q1	$380K	Sell	6,438 -4,306	-40%	-$247K	0.05%	161
2014 Q4	$613K	Sell	10,744 -1,040	-9%	-$56.8K	0.09%	139
2014 Q3	$615K	Buy	11,784 +2,990	+34%	+$163K	0.09%	131
2014 Q2	$493K	Hold	8,794	–	–	0.07%	151
2014 Q1	$484K	Buy	8,794 +4,306	+96%	+$233K	0.07%	149
2013 Q4	$245K	Buy	+4,488	New	+$235K	0.04%	191

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stock Yards Bank & Trust's IJR Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q1 2026, buying an estimated $193K and bringing the position to 12,851 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #175.

Stock Yards Bank & Trust first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Stock Yards Bank & Trust held 12,851 shares of iShares Core S&P Small-Cap ETF worth $1.6M as of Q1 2026.
Stock Yards Bank & Trust bought 1,521 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $193K.
iShares Core S&P Small-Cap ETF made up 0.05% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #175 holding.
Stock Yards Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.